Insights

Strategic Acquisition Hub International acquired Legacy Planning Partners, signaling potential integration opportunities for cross-sell of insurance, risk management, and retirement planning services to Legacy Planning’s existing client base.

Hybrid Advisory The firm operates as an independent, fee-based advisory with securities through LPL and advisory via GRP, presenting a sales angle to offer integrated asset management, tax planning, and retirement services across platforms.

Wealth Management Focus Revenue in the multi-million range with a diversified service line (financial planning, investment management, estate and tax planning, retirement plan services) creates opportunities to upsell comprehensive wealth management and fiduciary services.

Tech Enabled Tech stack including iCIMS, Contentful, WordPress, Google Cloud, DocuSign and analytics tools indicates readiness for digital onboarding, client portals, and scalable service delivery to streamline client experience.

Growth Appetite Past recognition as a top money manager and ongoing expansions imply openness to strategic partnerships, co-branded offerings, and joint marketing to expand client acquisition and retention.

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Legacy Planning, a HUB International Company Tech Stack

Legacy Planning, a HUB International Company uses 8 technology products and services including iCIMS, Contentful, WordPress, and more. Explore Legacy Planning, a HUB International Company's tech stack below.

iCIMS
Applicant Tracking Systems
Contentful
Content Management System
WordPress
Content Management System
Mimecast
Email Security
Google Cloud
Infrastructure As A Service
DocuSign
Miscellaneous
WP Engine
Platform As A Service
Piwik PRO Core
Web Analytics

Media & News

Legacy Planning, a HUB International Company's Email Address Formats

Legacy Planning, a HUB International Company uses at least 4 email formats:

Legacy Planning, a HUB International Company Email Formats	Example	Percentage
FLast@legacy-online.com	JDoe@legacy-online.com	90%
First.Last@legacy-online.com	John.Doe@legacy-online.com	5%
First@legacy-online.com	John@legacy-online.com	3%
FMiddleLast@legacy-online.com	JMichaelDoe@legacy-online.com	2%

Frequently Asked Questions

What is Legacy Planning, a HUB International Company's phone number?

You can contact Legacy Planning, a HUB International Company's main corporate office by phone at

+1-610-719-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Planning, a HUB International Company's official website and social media links?

Legacy Planning, a HUB International Company's official website is legacy-online.com and has social profiles on LinkedIn.

How much revenue does Legacy Planning, a HUB International Company generate?

As of August 2026, Legacy Planning, a HUB International Company's annual revenue is estimated to be $50M - $100M.

What is Legacy Planning, a HUB International Company's NAICS code?

Legacy Planning, a HUB International Company's NAICS code is 52 - Finance and Insurance.

How many employees does Legacy Planning, a HUB International Company have currently?

As of August 2026, Legacy Planning, a HUB International Company has approximately 35 employees across 2 continents, including North America and Africa. Key team members include Vice President Finance & Operations: A. B., Partner: D. H. and Partner: D. H. Explore Legacy Planning, a HUB International Company's employee directory with LeadIQ.

What industry does Legacy Planning, a HUB International Company belong to?

Legacy Planning, a HUB International Company operates in the Financial Services industry.

What technology does Legacy Planning, a HUB International Company use?

Legacy Planning, a HUB International Company's tech stack includes iCIMS, Contentful, WordPress, Mimecast, Google Cloud, DocuSign, WP Engine and Piwik PRO Core.

What is Legacy Planning, a HUB International Company's email format?

Legacy Planning, a HUB International Company's email format typically follows the pattern of FLast@legacy-online.com. Find more Legacy Planning, a HUB International Company email formats with LeadIQ.

When was Legacy Planning, a HUB International Company founded?

Legacy Planning, a HUB International Company was founded in 1999.

Legacy Planning, a HUB International Company

Financial ServicesPennsylvania, United States11-50 Employees

Legacy Planning is an independent, fee-based financial planning firm that provides objective financial guidance to individuals and businesses. Its offerings cover planning, investment management, risk management and protection, debt and cash flow planning, estate and tax planning, and retirement plan services. As part of HUB International, the firm coordinates with LPL Financial for securities, Global Retirement Partners for advisory services, and HUB International for insurance offerings. Based in Horsham, Pennsylvania, Legacy Planning serves individuals, families, and business clients seeking structured financial approaches that balance opportunities with risk. In January 2025, HUB International completed its acquisition of Legacy Planning Partners, integrating the firm into its broader financial services network.